How do I Filter and Sort Tasks?

How do I Filter and Sort Tasks?

To Filter:

Click on the filter icon on the top right.


1. 'Delegated to' will display Tasks that are delegated to the person whose name is entered in the search bar.  Enter the name(s) of the person(s) you want to filter by.

2. 'Created by' will display Tasks that were created by the person whose name is entered in the search bar.   Enter the name(s) of the person(s) you want to filter by.

3. 'Followed by' will display Tasks that are being followed by the person whose name is entered in the search bar.   Enter the name(s) of the person you want to filter by.

4.  'Labels' will display the assigned Labels. Select the one you want from the dropdown or type the first few letters of the Label to display your options.

5. 'Related To' will display the Tasks assigned to a Group.  Enter the Group name you want to filter by.  

NOTE: When you start typing, Labels and Related To will auto populate with the possible options.

6.  Progress and Priority will filter by task progress and priority.   From the drop down menu, make the appropriate selection.  

NOTE: Only the progress and priorities that are assigned are displayed in the dropdown.  If there are no tasks with a specific parameter, that parameter will not be displayed.

7. Due date will filter the tasks by a specific date.  Enter the due date you want to filter by.

To Sort:

Click on the Sort icon on the top right. You can sort the tasks by the listed parameters.  
 



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Topic Information
  • Topic #: 9131-2093
  • Date Created: 05/09/2013
  • Last Modified Since: 01/26/2015
  • Viewed: 85
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